Securian Asset Management Inc. Trims Position in NRG Energy, Inc. $NRG

Posted by Brian Himes on May 14th, 2026

Securian Asset Management Inc. trimmed its holdings in shares of NRG Energy, Inc. (NYSE:NRG – Free Report) by 43.9% in the 4th quarter, HoldingsChannel.com reports. The fund owned 5,211 shares of the utilities provider’s stock after selling 4,082 shares during the quarter. Securian Asset Management Inc.’s holdings in NRG Energy were worth $830,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also made changes to their positions in the business. Reaves W H & Co. Inc. grew its holdings in NRG Energy by 122.8% in the third quarter. Reaves W H & Co. Inc. now owns 295,471 shares of the utilities provider’s stock valued at $47,852,000 after purchasing an additional 162,874 shares during the period. MidWestOne Financial Group Inc. increased its stake in shares of NRG Energy by 58.1% during the third quarter. MidWestOne Financial Group Inc. now owns 19,992 shares of the utilities provider’s stock worth $3,238,000 after purchasing an additional 7,344 shares in the last quarter. Schroder Investment Management Group raised its position in shares of NRG Energy by 7.6% during the 3rd quarter. Schroder Investment Management Group now owns 1,225,329 shares of the utilities provider’s stock worth $198,442,000 after purchasing an additional 86,528 shares during the last quarter. Border to Coast Pensions Partnership Ltd acquired a new position in shares of NRG Energy during the 3rd quarter worth about $27,003,000. Finally, Korea Investment CORP boosted its holdings in NRG Energy by 13.4% in the 3rd quarter. Korea Investment CORP now owns 277,027 shares of the utilities provider’s stock worth $44,865,000 after buying an additional 32,672 shares during the last quarter. 97.72% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other NRG Energy news, VP Virginia Kinney sold 5,000 shares of the business’s stock in a transaction dated Monday, March 16th. The shares were sold at an average price of $156.65, for a total value of $783,250.00. Following the transaction, the vice president directly owned 55,495 shares in the company, valued at $8,693,291.75. The trade was a 8.27% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. 0.43% of the stock is owned by company insiders.

Analysts Set New Price Targets

NRG has been the subject of a number of research analyst reports. Raymond James Financial set a $210.00 target price on NRG Energy in a report on Monday, April 27th. Evercore initiated coverage on NRG Energy in a research note on Wednesday, February 25th. They issued an “outperform” rating and a $215.00 price target on the stock. BNP Paribas Exane initiated coverage on NRG Energy in a research report on Wednesday, March 18th. They set an “outperform” rating and a $232.00 price target for the company. Morgan Stanley set a $159.00 price objective on NRG Energy in a research note on Friday, May 1st. Finally, Barclays lowered their target price on shares of NRG Energy from $203.00 to $200.00 and set an “overweight” rating on the stock in a research note on Tuesday, March 31st. One research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $199.46.

Get Our Latest Stock Report on NRG Energy

NRG Energy Trading Down 4.5%

NRG opened at $131.23 on Thursday. The company has a debt-to-equity ratio of 4.68, a current ratio of 0.84 and a quick ratio of 0.78. The company’s 50 day simple moving average is $153.80 and its two-hundred day simple moving average is $159.54. The firm has a market capitalization of $27.69 billion, a price-to-earnings ratio of 154.38 and a beta of 1.32. NRG Energy, Inc. has a 1-year low of $129.24 and a 1-year high of $189.96.

NRG Energy (NYSE:NRG – Get Free Report) last posted its quarterly earnings results on Wednesday, May 6th. The utilities provider reported $1.48 EPS for the quarter, missing the consensus estimate of $1.78 by ($0.30). The company had revenue of $10.26 billion during the quarter, compared to analyst estimates of $8.43 billion. NRG Energy had a net margin of 0.74% and a return on equity of 70.67%. NRG Energy’s revenue for the quarter was up 19.5% compared to the same quarter last year. During the same period in the prior year, the business posted $2.68 EPS. NRG Energy has set its FY 2026 guidance at 7.900-9.900 EPS. Analysts expect that NRG Energy, Inc. will post 8.82 EPS for the current fiscal year.

NRG Energy Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, May 15th. Shareholders of record on Friday, May 1st will be paid a dividend of $0.475 per share. The ex-dividend date of this dividend is Friday, May 1st. This represents a $1.90 dividend on an annualized basis and a yield of 1.4%. NRG Energy’s payout ratio is 223.53%.

NRG Energy Company Profile

(Free Report)

NRG Energy (NYSE: NRG) is a U.S.-based integrated power company headquartered in Houston, Texas. The company develops, owns and operates a diversified portfolio of power generation assets and participates in wholesale and retail energy markets. NRG supplies electricity to utilities, commercial and industrial customers, and retail consumers, while also providing energy-related products and services designed to manage consumption and support reliability.

NRG’s generation mix includes conventional thermal plants as well as renewable and distributed energy resources.